Civic Intelligence

Lipton Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-6143274

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
113 Roseville RoadWestport, CT 06880

(516) 702-3002

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

78%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$818,305

Up $9,895 (+1.2%) from 2019

Net Assets

$818,305

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin81st percentile

Revenue

Up

$29,772

Up $13,059 (+78%) from 2019

Expenses

Up

$19,877

Up $757 (+4.0%) from 2019

Net Income

Up

$9,895

Up $12,302 (+511%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $411,220Liabilities 2011: $02011Assets 2012: $413,413Liabilities 2012: $02012Assets 2013: $422,781Liabilities 2013: $02013Assets 2014: $439,975Liabilities 2014: $02014Assets 2015: $759,292Liabilities 2015: $02015Assets 2018: $810,817Liabilities 2018: $0Net Assets 2018: $810,8172018Assets 2019: $808,410Liabilities 2019: $02019Assets 2020: $818,305Liabilities 2020: $0Net Assets 2020: $818,3052020Assets 2021: $826,489Liabilities 2021: $0Net Assets 2021: $826,4892021Assets 2022: $814,006Liabilities 2022: $0Net Assets 2022: $814,0062022Assets 2023: $810,330Liabilities 2023: $0Net Assets 2023: $810,3302023Assets 2024: $401,794Liabilities 2024: $0Net Assets 2024: $401,7942024

Highlighted filing

2020

Assets$818,305
Liabilities$0
Net Assets$818,305
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2011: $22,840Expenses 2011: $31,708Net Income 2011: -$8,8682011Revenue 2012: $20,203Expenses 2012: $19,587Net Income 2012: $6162012Revenue 2013: $17,334Expenses 2013: $7,966Net Income 2013: $9,3682013Revenue 2014: $19,313Expenses 2014: $2,119Net Income 2014: $17,1942014Revenue 2015: $21,501Expenses 2015: $3,494Net Income 2015: $18,0072015Revenue 2018: $16,998Expenses 2018: $3,783Net Income 2018: $13,2152018Revenue 2019: $16,713Expenses 2019: $19,120Net Income 2019: -$2,4072019Revenue 2020: $29,772Expenses 2020: $19,877Net Income 2020: $9,8952020Revenue 2021: $13,540Expenses 2021: $5,356Net Income 2021: $8,1842021Revenue 2022: $14,530Expenses 2022: $27,013Net Income 2022: -$12,4832022Revenue 2023: $17,687Expenses 2023: $21,363Net Income 2023: -$3,6762023Revenue 2024: $21,998Expenses 2024: $32,492Net Income 2024: -$10,4942024

Highlighted filing

2020

Revenue$29,772
Expenses$19,877
Net Income$9,895
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA AGARPresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Lipton Foundation Inc
EIN
13-6143274
Phone
5167023002
Address
113 ROSEVILLE ROAD, WESTPORT, CT 06880

Signing Officer

Name
Barbara Agar
Title
President
Phone
5167023002
Signed
2021-05-11

Preparer

Firm
Arthur Langer CPA Pc
Address
18 BLANCHE ST, PLAINVIEW, NY 11803-4607
Preparer
Arthur Langer CPA
Phone
5167023002
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ORGANIZATION LETTERHEAD AND INTENDED USE OF FUNDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BARBARA AGAR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05167023002
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0113 ROSEVILLE RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WESTPORT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PHILANTHROPIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PHILANTHROPIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEMPLE ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SALK INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UJA FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014 COLEYTOWN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110010 NO TORREY PINES RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2431 POST RD EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WESTPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206880
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014545
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014545
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014545
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014545
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARBARA AGAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0113 ROSEVILLE RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WESTPORT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006880
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt016047
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0487
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11595
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0487
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11595
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0487
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11595
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA AGAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05167023002
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIPTON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LIPT
ReturnHeader/Filer/EIN0136143274
ReturnHeader/Filer/PhoneNum05167023002
ReturnHeader/Filer/USAddress/AddressLine1Txt0113 ROSEVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814277329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR LANGER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 BLANCHE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLAINVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0118034607
ReturnHeader/PreparerPersonGrp/PhoneNum05167023002
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR LANGER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-11T10:32:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AGAR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$818,305
Liabilities
$0
Net assets
$818,305
Revenue
$29,772
Expenses
$19,877
Net income
$9,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.22$0.32$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$0.00$8.10$0.18$0.21$0.04
2022Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.15$0.27$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.14$0.05$0.08
2020Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.30$0.20$0.10
2019Summary only. Only limited summary data is available for this year.$8.08$0.00$0.17$0.19$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.00$8.11$0.17$0.04$0.13
2015Summary only. Only limited summary data is available for this year.$7.59$0.00$0.22$0.03$0.18
2014Summary only. Only limited summary data is available for this year.$4.40$0.00$0.19$0.02$0.17
2013Summary only. Only limited summary data is available for this year.$4.23$0.00$0.17$0.08$0.09
2012Summary only. Only limited summary data is available for this year.$4.13$0.00$0.20$0.20$0.01
2011Summary only. Only limited summary data is available for this year.$4.11$0.00$0.23$0.32$0.09